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Calton & Associates’s Invesco BulletShares 2029 Corporate Bond ETF BSCT Stock Holding History

Calton & Associates’s Portfolio BSCT Stock Details BSCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-10,450
Closed -$191K – 216
2023
Q1 		$191K Buy
+10,450
New +$189K 0.09% 213
2022
Q3 		– Sell
-11,009
Closed -$199K – 218
2022
Q2 		$199K Buy
+11,009
New +$204K 0.11% 217

Other funds holding BSCT

WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $2.36B AUM 68.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Calton & Associates's BSCT Position: Q2 2023 in Review

Calton & Associates sold out of Invesco BulletShares 2029 Corporate Bond ETF (BSCT) in Q2 2023, closing a stake of 10,450 shares — an estimated $191K sold.

Calton & Associates first reported a position in BSCT in Q2 2022 and held it in 2 quarters. The position peaked at $199K in Q2 2022. 81 funds tracked by Wall St. Rank hold BSCT as of Q2 2023.

  • Calton & Associates reported no remaining Invesco BulletShares 2029 Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Calton & Associates sold 10,450 Invesco BulletShares 2029 Corporate Bond ETF shares in Q2 2023, an estimated $191K.
  • Calton & Associates first reported a position in Invesco BulletShares 2029 Corporate Bond ETF in Q2 2022 and held it in 2 quarters.
  • Calton & Associates's Invesco BulletShares 2029 Corporate Bond ETF position peaked at $199K in Q2 2022.
  • 81 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Corporate Bond ETF as of Q2 2023.

Based on Calton & Associates's 13F filing for Q2 2023, filed 24 Jul 2023.